Overview 

SY allows invoice statements to be shared with guest counterparties on the SY portal. These statements are summary documents listing all invoices issued or received over a given period (monthly, quarterly, etc.). They can be viewed, tracked and downloaded from the menu: 

• Supplier Invoices for the guest client
• Buyer Invoices for the member supplier 

💡 Please note: This feature needs to be activated first.

Managing invoice statements

To access the invoice statement management screen, go to the Supplier Invoices or Buyer Invoices menu and click Invoice Statements.

From this screen, you can: 

• View the details of each invoice statement
• Track statement availability through dedicated statuses
• Download statements in PDF format
• Filter and refine your search
• Customise the column display
• Export data in .csv or .xlsx format
• Mark statements as read or unread